News Corp.
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London-Based Egerton Capital Is Bullish On These Stocks
By Meena Krishnamsetty - May 17, 2013 | Tickers: AXP, CMCSA, NWSA, V, DIS
Egerton Capital was founded by John Armitage and William Bollinger in 1994 and has around $4.5 billion in assets under management. The London-based fund primarily takes long/short positions in European equities and has returned more than 15% annually since its founding. A quick look at the top five equity positions of this hedge fund might be a good starting point for your own research.
Retail investors can benefit more »
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A Few Reasons Why This Stock Might Get Better
By Nauman Aly - May 15, 2013 | Tickers: NWSA, TWX, DIS
Over the years, there have been a few notable giants in the areas of media and entertainment. The competition is cut-throat in this arena, especially given the numerous different outlets that are available for obtaining media today. Gone are the days of only getting news from the living room television, and likewise, seeing movies only in the theater on Saturday nights. Today, media giants are pursuing viewers from a variety more »
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6 Reasons Why You Should Buy This Entertainment Stock Now
By Yaniv Hirsch - May 13, 2013 | Tickers: EA, NFLX, NWSA, TWX, DIS
Most people perceive Walt Disney Co. (NYSE: DIS) as the Mickey Mouse company, but the entertainment and media giant is much more than a Disney character. Disney is a highly diversified company, which owns businesses such as broadcasting studios, theme parks and movie productions. In addition, Disney is a major player in media field, with its ESPN unit and ABC network. I strongly believe Disney is poised to continue its more »
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Time Warner Cable and the End of Broadcast Television
By Nate Wooley - May 8, 2013 | Tickers: CBS, NWSA, TWC
Time Warner Cable (NYSE: TWC) and its CEO Glenn Britt are thinking about killing broadcast television for good.
There was a time – as recently as four weeks ago – where the broadcast networks were worried about their signals being digitally relayed. A small startup named Aereo was doing so and winning court battles about it. It meant that consumers of television could get broadcast signals via the Internet and time shift more »
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A Cheap, Dividend Paying Stock That You Shouldn’t Miss
By Harsh Chauhan - May 7, 2013 | Tickers: GCI, NWSA, NYT
The first time I’d looked at USA Today publisher Gannett (NYSE: GCI) in July last year, the company was making some really impressive moves and positioning itself for the digital age of newspapers. More than nine months down the line, the stock has appreciated almost 40% since I first covered it, reaffirming my faith in management’s execution and the company’s direction.
However, shares of Gannett fell around more »
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Good Things Ahead for This Entertainment Giant
By Matthew Frankel - May 6, 2013 | Tickers: NWSA, VIAB, DIS
Walt Disney (NYSE: DIS) has performed very well for its shareholders lately, and has been on a consistent uptrend for the past several years. Partly as a result of a series of good acquisitions, and partly because of the improving overall economy, Disney is looking stronger than ever. However, with shares sitting right near their 52-week highs, is Disney getting a bit too expensive? In other words, is all of more »
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Some Newspapers Are Growing!
By Ash Anderson - May 6, 2013 | Tickers: GCI, NWSA, NYT
This past weekend was the famed Berkshire Hathaway shareholders meeting. One thing that Berkshire has been buying like crazy over the past couple of years is newspapers. Some have criticized the Oracle for this but could there be more to it?
The latest figures from the Alliance for Audited Media were just released, and it really made me take a second look at this newspaper market, especially those at the more »
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Will the Proposed Split REALLY Produce 18% Growth in This Company?
By Matthew Frankel - May 1, 2013 | Tickers: NWSA, TWX, VIAB
News Corp (NASDAQ: NWSA) is one of the world’s largest media conglomerates, with controlling interests in such well-known media brands as Fox, The Wall Street Journal, and the New York Post. With shares of the company currently at their all-time high, I was wondering whether the current valuation is justified, or if the company is a bit too expensive right now. As the revenue chart below illustrates, News Corp more »
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An Untapped Media Income Investment
By Marshall Hargrave - April 22, 2013 | Tickers: GCI, NWSA, NYT
After taking note that many major media companies have a cash problem (too much cash), meaning they could look to increase their dividend yields in the interim, it turns out one of the overlooked media companies is already paying an impressive dividend yield. -
This Entertainment Company Does Not Lack in Initiatives
By Shas Dey - April 13, 2013 | Tickers: NWSA, TWX, DIS
Disney (NYSE: DIS) is a household name. The company has been a market leader in providing content for entertainment. It has a well-diversified portfolio and is going strong with its latest initiatives, like the new Fantasyland and its latest blockbuster movies.
Well Diversified Portfolio
Disney’s portfolio consists of five verticals:
Media Networks: ABC, ESPN and Disney Channel, Hulu and Hyperion Books
Parks and Resorts: Disneyland and Disney World, hotels more »
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3 Solid Buys From Egerton Capital's Portfolio
By Shweta Dubey - April 12, 2013 | Tickers: NWSA, V, DIS
The 13F filings exhibit equity positions of prominent investors in the U.S. According to Egerton Capital’s recent filings, this hedge fund had $2.68 billion in assets under management as of Dec. 31, 2012. The top five holdings of the firm include Visa, MasterCard, American Express, Walt Disney, and News Corp, which account for approximately 54% of its total portfolio.
As per its latest filings, the firm increased more »
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This Media Company Is Donald Yacktman's Top Pick
By Anh HOANG - April 11, 2013 | Tickers: GCI, NWSA, MNI
Donald Yacktman, the founder and CIO of Yacktman Asset Management, is famous as a value investor, and his fund manages more than $16 billion. His philosophy is to buy growth companies at low prices -- the combination of “growth” and “value” investing. He looks for companies with three main attributes: Good business, shareholder-oriented management, and low purchase price.
Interestingly, his most favorite idea is News Corp (NASDAQ: NWSA). He owned more more »
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Why the TV Networks Hate Aereo
By Mark Hibben - April 10, 2013 | Tickers: CBS, CMCSA, IACI, NWSA, DIS
Aereo is a small startup funded in part by Barry Diller's IAC/Interactive (NASDAQ: IACI) that provides a unique service to its subscribers in the greater New York City area by streaming local television programs over the internet. Claiming copyright infringement, the parent companies of the major networks, News Corporation (NASDAQ: NWSA), Disney (NYSE: DIS), Comcast (NASDAQ: CMCSA) and CBS (NYSE: CBS), have sued Aereo in what may become more »
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Fox, Traditional Television and the Losing Battle
By Nate Wooley - April 10, 2013 | Tickers: AMZN, NFLX, NWSA
Traditional television is circling the drain.
That television – as represented by the long-dominant broadcast networks – is facing a crisis should be obvious. Last month Nielsen introduced the 'Zero TV' household to its tracking systems. These are households which don't fit the traditional model of television watcher. Either they don't own a television at all or, like me, they have one, but only use it for Internet-connected television watching more »
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Fox, Traditional Television and the Losing Battle
By Nate Wooley - April 9, 2013 | Tickers: AMZN, IACI, NFLX, NWSA, NLSN
Traditional television is circling the drain.
That television – as represented by the long-dominant broadcast networks – is facing a crisis should be obvious. Last month Nielsen (NYSE: NLSN) introduced the 'Zero TV' household to its tracking systems. These are households which don't fit the traditional model of television watcher. Either they don't own a television at all or, like me, they have one, but only use it for Internet-connected more »
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This Media Company is Donald Yacktman's Top Pick
By Anh HOANG - April 8, 2013 | Tickers: GCI, NWSA, MNI
Donald Yacktman, the founder and CIO of Yacktman Asset Management, is one of the great value investors, managing more than $16 billion. His philosophy is to buy growth companies at the low prices, the combination of “growth” and “value” investing. He is looking for companies with three main attributes: Good business, shareholder-oriented management and low purchase price. Interestingly, his most favorite idea is News Corporation (NASDAQ: NWSA). He owned more more »
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Steer Clear of These Dying Industries
By Jon Quast - April 7, 2013 | Tickers: CSTR, NFLX, NWSA, NYT, WWW
Let's face it, the world is always changing. With change comes the rise of new industries, and the demise of old ones. Here are some industries that are slowly dying off, and some of the companies that might be going down with them.
Newspapers
I remember a few years back when my friends and I were in college, one of them was studying journalism. He informed me of the more »
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Entertainment Isn't Cheap
By Tyler Wofford - April 6, 2013 | Tickers: NWSA, TWX, DIS
Some claim to be "magical" and some claim to show "reality," but they are all in the entertainment business. Some own theme parks, and some own networks that host the Super Bowl, but are any of them cheap enough to buy? Here are a few entertainment companies and a look at how expensive (or cheap) they really are.
News Corp (NASDAQ: NWSA), which is commonly referred to by the screen more »
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Entertainment Isn't Cheap
By Tyler Wofford - April 3, 2013 | Tickers: NWSA, TWX, DIS
Some claim to be "magical" and some claim to show "reality", but they are all in the entertainment business. Some own theme parks, and some own networks that host the Super Bowl, but are any of them cheap to buy? Here are a few entertainment companies and a look at how expesive (or cheap) they really are.
News Corp (NASDAQ: NWSA), who is commonly referred to by their screen name more »
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Broadcasting Company Looking Attractive After Refinancing
By Mike Thiessen - March 25, 2013 | Tickers: NWSA, SALM, TWX
Camarillo, California-based radio broadcasting company Salem Communications (NASDAQ: SALM) recently made two distinct announcements that could dramatically alter investors' perceptions of the company. For starters, Salem indicated that it would increase its quarterly dividend payments by a whopping 43 percent and reward its shareholders with a full $.05 per quarter.
At the same time, the company has also made definitive plans to refinance more than $200 million in outstanding long-term more »
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